Activity Details

Setup for Hover Settings:

 

To setup the Tooltip view of activity, navigate to Setup ➤ Activities, you will find the ‘Hover Settings’ under the Layout Customization.

 

Tooltip on Calendar

 

Hover the mouse on the activity, then the activity details can be seen in tooltip view.

 

Pop-up Settings:

 

To setup the Detail view of activity, navigate to Setup ➤ Activities, you will find the ‘Pop-up Settings’ under the Layout Customization.

 

Activity Detail view on Calendar

 

By clicking on the More options (Three Dots) icon, you will get an additional options like Follow up meeting, Add/View Note, Copy, Share, Reassign, Mark as Complete, Mark as Cancel, Convert to Opportunity, & Convert to Case.

 

 

Left side panel options

 

Activities

 

To manage the activities which are to be displayed in the calendar, navigate to ‘Activities’ section on the left-hand side of the calendar.

 

Thereafter, check the checkbox besides the activity to display the particular activity in the calendar. Here it will show only those activities that are enabled from the configurations page.

 

 

Status

 

To view the activities as per their statuses, navigate to ‘Status’ section and check the checkbox besides each option to display the activities with statuses in the calendar.

 

Note: If you have selected the Overwrite Color by Status in activity configuration, the status of activity can be displayed in that color which is selected in ‘Overwrite Color’ option.

 

 

Priority

 

Now to view the activities as per the priorities, navigate to ‘Priority’ section and check the checkbox besides the priority.

 

This would overwrite the actual color of the activity and display the activity in the color as per the priority of the activity.

 

 

Weekends & Holidays

 

To enable / disable weekends in the calendar navigate to the ‘Weekends’ section.

To enable weekends select ‘On’ button.

 

To disable weekends, select ‘Off’ The columns of ‘Saturday’ and ‘Sunday’ will disappear.

 

 

To enable holidays in the calendar, navigate to the ‘Holidays’ section and check the checkbox.

 

By checking the checkbox besides ‘Holidays’ section, you can view all the holidays in the calendar which is by default in black colored background.

 

Note: Holidays will be displayed as per the country selected by the admin from the Calendar 365 Configurations.

 

 

Post a Comment